Bessemer Trust
Overview
Bessemer Trust is a private, independent multi-family office that provides investment advice and wealth management to high-net-worth families, foundations, and endowments . Their services include tax planning, estate planning, insurance advisory, family company advisory, philanthropic advisory, and real estate advisory .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| ServiceTitan | Mar 2021 | Series F | - |
| Abridge Inc | Feb 2025 | Series D | - |
| Axonius | Mar 2022 | Series E | - |
| Netlify | Nov 2021 | Series D | Lead |
| Udaan | Feb 2018 | Series B | Co-investor |
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Key People
Adam Lustig
Managing Director - Corporate Controller
Alec Haverstick
Managing Director
Andrea Tulcin
Managing Director, Portfolio Manager
Ben Sloan
Managing Director
Betty Cuervo
Managing Director - Head Of Taxable Fixed Income
Brad Burstin
Managing Director
Brian Schlusselberg
Managing Director, Region Head
Daniel Murray
Managing Director And Treasurer
Donna Romer
Managing Director
Frank Mariani
Managing Director
James Motherway
Managing Director
Kay McMaster
Managing Director
Ken Handy
Managing Director
Kent Kalvaitis
Managing Director
Luis Mallea
Managing Director
Mark Lipson
Managing Director
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Bessemer Trust based?
Bessemer Trust is headquartered in New York City, New York, United States.
When was Bessemer Trust founded?
Bessemer Trust was founded in 1907.
How many portfolio companies does Bessemer Trust have?
Bessemer Trust has 10 portfolio companies in Caplight's dataset.
What are some companies in Bessemer Trust's portfolio?
Portfolio companies visible on Caplight include ServiceTitan, Abridge Inc, Axonius, Netlify, Udaan.
What was Bessemer Trust's most recent investment shown here?
Bessemer Trust's most recent investment in this portfolio sample was in Abridge Inc in 2025.
What sectors does Bessemer Trust focus on?
Bessemer Trust focuses on Consumer & Commerce, Enterprise Software, Enterprise Software, Consumer & Commerce, Cybersecurity, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Enterprise Software, Energy & Sustainability, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, FinTech, FinTech.
What company stages does Bessemer Trust focus on?
Bessemer Trust typically invests at the MultiStage stage.
What is Bessemer Trust's AUM?
Bessemer Trust's assets under management are estimated at over $100.0B.